CoStar Group, Inc.

NasdaqGS:CSGP 株式レポート

時価総額：US$13.9b

CoStar Group 配当と自社株買い

配当金 基準チェック /06

CoStar Group配当金を支払った記録がありません。

主要情報

n/a

配当利回り

7.3%

バイバック利回り

総株主利回り7.3%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 • May 13

CSGP: AI Deployment And Activist Discipline Will Support Residential Margin Recovery

CoStar Group's updated analyst price target framework now points to a lower fair value of $49.32 from $61.42, as analysts recalibrate expectations around revenue growth, profitability, and a more moderate future P/E after a broad wave of target cuts across the Street. Analyst Commentary Recent research has centered on how CoStar Group balances growth investments, particularly around Homes.com and multifamily, with profitability and valuation discipline.
ナラティブの更新 • Apr 21

CSGP: Activist Pressure And AI Rollout Will Support Residential Margin Recovery

Analysts have trimmed CoStar Group's implied value by about $3 per share to reflect a series of lower Street price targets, citing softer bookings, questions around medium term revenue growth, and ongoing investment in Homes.com despite solid recent margins and reaffirmed longer term guidance from several firms. Analyst Commentary Recent research shows a wide range of opinions on CoStar Group, with most firms trimming price targets while reassessing how Homes.com spending, bookings trends, and disclosure around the residential and multifamily segments feed into execution risk and valuation.
Seeking Alpha • Apr 21

CoStar: Even After The Fall, This Stock Remains Vulnerable In The AI Age

Summary CoStar is initiated at a Sell rating due to a lack of a technology moat and unjustified valuation multiples, despite a 40% YTD stock drop. CSGP's ambitious growth targets—10x adjusted EBITDA by 2030 and 19% revenue growth in FY26—appear unrealistic given macro headwinds and competitive AI risks. Heavy investments in residential AI and sales force expansion are expected to pressure margins, with residential segment margins lagging commercial at only 5–7%. Even if CSGP meets its guidance, shares trade at 21.2x FY26 EV/EBITDA, a premium to peers, making the current correction a justified re-rating rather than a buying opportunity. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 07

CSGP: Activist Pressure And AI Investments Will Shape Residential Margin Recovery

Analysts have trimmed CoStar Group's average price target by around $10 to reflect recent Q4 bookings softness, a more cautious mid term revenue outlook, and questions around segment disclosure, while still pointing to resilient core commercial performance and ongoing investments in Homes.com as key factors in their updated models. Analyst Commentary Recent research paints a mixed picture for CoStar Group, with most firms trimming price targets but keeping generally constructive views on the underlying commercial franchise and the long term potential of Homes.com.
ナラティブの更新 • Mar 24

CSGP: Activist Pressure And Buybacks Will Support Residential Margin Recovery

Narrative Update The updated analyst price target for CoStar Group edges lower as analysts trim valuation multiples and fair value inputs by a small amount. This reflects recent cuts to Street targets following mixed Q4 bookings, evolving views on Homes.com investment and disclosure, and slightly more cautious medium term growth expectations, despite reaffirmed long term guidance and solid core commercial performance.
ナラティブの更新 • Mar 08

CSGP: Activist Pressure And Buybacks Will Support Residential Investment Turnaround

Analysts have reduced their CoStar Group price target in aggregate, with our fair value estimate moving about $12.63 lower to $65.42 as they factor in softer bookings, slightly lower projected revenue growth and margin assumptions, and a more cautious view on medium term expansion, despite solid recent results and maintained long term guidance. Analyst Commentary Street research has turned more cautious on CoStar Group, with many firms lowering price targets while still acknowledging solid Q4 execution and reaffirmed long term guidance.
ナラティブの更新 • Feb 22

CSGP: New Buyback And Activist Pressure Will Support Homes Investment Payoff

Analysts have trimmed their price target on CoStar Group by about $2.70 to $78.05, reflecting a blend of reduced fair value, a lower assumed future P/E multiple, and ongoing debate around Homes.com, while also highlighting long-term revenue growth prospects and the potential impact of activism and capital returns. Analyst Commentary Recent research on CoStar Group shows a clear split between optimism around long-term growth and caution around execution, Homes.com investment, and valuation.
分析記事 • Feb 13

CoStar Group, Inc.'s (NASDAQ:CSGP) Share Price Is Still Matching Investor Opinion Despite 27% Slump

Unfortunately for some shareholders, the CoStar Group, Inc. ( NASDAQ:CSGP ) share price has dived 27% in the last...
ナラティブの更新 • Feb 07

CSGP: New Buyback And Activist Pressure Will Support Future Upside

Analysts have made only a modest adjustment to their CoStar Group price targets, with small tweaks to fair value, discount rate, revenue growth and profit margin assumptions reflecting mixed views on the latest long term guidance, recent target resets ranging from about $55 to $78, and improving visibility cited by some firms. Analyst Commentary Recent research shows a split view on CoStar Group, with some focusing on long term growth optionality and others concentrating on near term profitability and execution risk around the updated multi year outlook.
ナラティブの更新 • Jan 23

CSGP: New Buyback And Reduced Homes Investment Will Support Future Upside

Narrative Update on CoStar Group Analysts have trimmed their implied price target for CoStar Group to about $80.78 per share from $84.82, reflecting recalibrated expectations around margins, a higher assumed future P/E multiple near 84x, and mixed reactions to new long term guidance and capital return plans. Analyst Commentary Recent research shows a wide range of views on CoStar Group, with several firms adjusting price targets and reacting to the updated 2026 and medium term outlook, Homes.com investment plans, and the new US$1.5b share repurchase authorization.
ナラティブの更新 • Jan 09

CSGP: New Buyback And Reduced Rival Pressure Will Drive Future Upside

Analysts have trimmed their price targets on CoStar Group, reducing fair value estimates from about $91.94 to $84.82 as they factor in lower long term guidance, a slightly higher discount rate, slower projected revenue growth, and a lower future P/E multiple, partly offset by a modestly higher expected profit margin and the new $1.5b buyback plan. Analyst Commentary Recent research paints a mixed picture for CoStar Group, with analysts splitting between confidence in the long term and concern about execution risk and valuation after the updated 2026 and medium term outlook.
ナラティブの更新 • Dec 25

CSGP: Rival Partnership Disruptions Will Drive Future Competitive And Share Price Upside

Analysts have modestly lowered their price target on CoStar Group to $60.00 from $70.00, citing a slightly improved competitive outlook from potential disruption to rival partnerships, while maintaining a cautious stance overall. Analyst Commentary Analysts see recent legal and competitive developments in the U.S. online real estate market as incrementally supportive of CoStar's long term positioning, but not yet strong enough to offset concerns about valuation and execution risks.
ナラティブの更新 • Dec 11

CSGP: Medium-Term Upside Will Be Driven By Rival Regulatory Disruptions

Analysts modestly reduced their price target on CoStar Group to $60.00 from $70.00, citing updated views on competitive dynamics and regulatory developments that are seen as neutral to slightly positive for the company over the long term. Analyst Commentary Bullish Takeaways Bullish analysts view the FTC and Compass lawsuits against a key competitor as a potential catalyst that could weaken rival marketplace dynamics, supporting CoStar's long term competitive positioning.
ナラティブの更新 • Nov 27

CSGP: Medium-Term Upside Will Be Driven By Expanding Margins And Industry Disruption

CoStar Group's analyst price target has been revised downward from $70 to $60. Analysts attribute this change to expert views on legal developments in the sector and ongoing market competition, while maintaining a neutral to slightly positive outlook for the company's strategic position.
ナラティブの更新 • Nov 13

CSGP: Positioned For Medium-Term Upside As Operating Leverage Expands Margins

Narrative Update on CoStar Group Analysts have lowered their fair value estimate for CoStar Group from $94.06 to $92.59 per share. This change reflects concerns about reduced profit margin forecasts, though there is ongoing confidence in steady revenue growth and the company's strong digital platform performance.
ナラティブの更新 • Oct 29

Margin Expansion And Platform Momentum Will Drive Strong Returns Ahead

Analysts have lowered their fair value estimate for CoStar Group from $97.13 to $94.06, citing moderated sales growth expectations and a higher required return. However, they remain optimistic due to anticipated margin expansion and strong platform performance.
分析記事 • Sep 11

Is CoStar Group (NASDAQ:CSGP) Using Debt Sensibly?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 • Sep 04

Digitalization And AI Integration Will Create Future Real Estate Opportunities

Analysts remain upbeat on CoStar Group, highlighting continued strength across key platforms like Homes.com and Apartments.com, and expecting margin expansion from operating leverage, while the consensus price target remains unchanged at $97.12. Analyst Commentary Bullish analysts cite strong investment returns and traction from the Homes.com platform as a key driver of future growth.
分析記事 • May 31

CoStar Group (NASDAQ:CSGP) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Seeking Alpha • Feb 21

CoStar Group: I Still Expect Growth To Accelerate Back To High-Teens

Summary I maintain a buy rating for CoStar Group due to its promising growth outlook, driven by strong performance in Apartments.com and Homes.com. CSGP's latest earnings report showed 11% y/y revenue growth to $709 million, with adj EBITDA up 47% sequentially, demonstrating strong operating leverage. Apartments.com continues to dominate with 13.4% y/y revenue growth in 4Q24, benefiting from high multifamily vacancy rates and strong pricing power. Homes.com grew 181% y/y in 4Q24, showing significant market share gains, though profitability remains a concern due to ongoing investments. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

CoStar Stock May Remain Flat For Another 5 Years

Summary CoStar Group has consistently delivered double-digit revenue growth for 54 consecutive quarters, showcasing robust performance even in a tough real estate market. Despite stellar revenue growth, CoStar's stock has underperformed, with a 5-year CAGR of just 2.87%, lagging behind the overall market and inflation. CSGP stock's valuation remains a significant obstacle, likely resulting in muted returns for investors over the next five years despite continued business expansion. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

CoStar Group: Growth Outlook In The Coming Years Remains Solid

Summary I reiterate my bullish view on CoStar Group stock due to solid growth outlook. CSGP's latest earnings showed 10.9% revenue growth, missing expectations, but EPS beat consensus; the residential segment grew 169% y/y, driven by Homes.com monetization. Fundamentals remain strong; commercial businesses grew high-single-digits y/y despite macro challenges; Homes.com network's momentum continues with significant sales rep expansion planned. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: CSGPの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: CSGPの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

CoStar Group 配当利回り対市場
CSGP 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (CSGP)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.3%
業界平均 (Real Estate)2.1%
アナリスト予想 (CSGP) (最長3年)0%

注目すべき配当: CSGPは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: CSGPは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: CSGPの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: CSGPが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 10:46
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

CoStar Group, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。25

アナリスト機関
Jeffrey MeulerBaird
Jeffrey SilberBMO Capital Markets Equity Research
Nicholas JonesBNP Paribas